Brent HoltCRD Number: 5454897
Current Firm: Herndon Plant Oakley Ltd
Brent Holt (CRD# 5454897) is an Investment Advisor Representative working at Herndon Plant Oakley Ltd in Corpus Christi, TX and has over 10 years of experience in the finance industry.
Eagle Strategies LLC
Oxbow Advisors, LLC
Stifel, Nicolaus & Company, Incorporated
|Oxbow Advisors, LLC||Corpus Christi, TX||Jan 2012 - Current||6|
|Herndon Plant Oakley, Ltd||Corpus Christi, TX||Dec 2011 - Current||6|
|Herndon Plant Oakley Insurance Agency Lc||Corpus Christi, TX||Jul 2008 - Current||9|
|Herndon Plant Oakley Ltd||Corpus Christi, TX||Nov 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
Total Assets Under Management59MILLIONS
Total Number of Accounts119ACCOUNTS
Average Account Value$496,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, KS, OK, TX
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